-9.5%
TEAM vs Q
+75.8%
-85.4%
-67.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.2% | -2.9% | -4.2% |
| 7D | -22.2% | +4.0% | -26.2% | -21.6% |
| 30D | -28.1% | -2.3% | -25.8% | -28.0% |
| 3M | -2.2% | -7.9% | +5.8% | -2.3% |
| 6M | +62.2% | -16.0% | +78.2% | +59.3% |
| YTD | -8.4% | +51.7% | -60.1% | -14.7% |
| 1Y | -6.6% | +28.3% | -34.9% | -10.5% |
| All | -9.5% | +75.8% | -85.4% | -13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded Q wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling